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Customer Service Representative – Financial Services

Grace-Mar Charlotte's Job Connection Agency
Charlotte, North Carolina, United States Posted Sep 20, 2026
Full-time

About this role

Do you have a passion for helping others navigate through their online banking needs? Whether it’s getting answers for customers quickly, consulting on products, or finding resolutions for their issues with a smile, you’ll be the difference between their customer experience being just average or an exceptional one.

During a Typical Day, You’ll

  • Answer questions about products via phone while providing website navigation support and assisting with the application process

  • Access multiple electronic systems at once and document steps taken to efficiently and accurately complete the request

  • Meet established goals for all performance metrics including call quality, productivity, and schedule adherence

  • Participate in projects or process improvements to drive operational excellence

Requirements

  • 1 year of customer service experience

  • High school diploma or equivalent

  • Recognize, apply and explain your product or service knowledge

  • Computer experience

  • Proficient with Microsoft Suite (including Word, Excel, PowerPoint, and Outlook)

Benefits

  • Supportive of your career and professional development

  • An inclusive culture and community minded organization where giving back is encouraged

  • A global team of curious lifelong learners guided by our company values

  • Base wage of $19 per hour plus performance bonus opportunities

  • And we have a healthy benefits package based on your position that could include PTO, tuition reimbursement, health and wellness incentives.

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